Maintenance Round Scheduler Excel Template | Customers, Next Due Dates, Week Planner and Payments

For anyone running a regular round of repeat customers. Keeping track of who is due, who is overdue and who has paid gets messy fast. This workbook works out each customer's next due date, flags overdue visits, plans your week by day and logs the money as it comes in.

What it covers

• Customer list with next due dates worked out from visit frequency
• Overdue flags so no customer gets missed
• Week planner by day showing customers, money and what is due
• Payments log for money collected
• Round dashboard showing the whole round at a glance
• Setup lists for frequencies, days and payment methods

Who it is for

Suits window cleaners, gardeners, pool and pond maintenance, gutter cleaners, mobile valeters and any business with repeat rounds.

What is inside

• Easy Setup, your lists in one place so every dropdown matches how you work
• How To Use and Quick Start guides, from download to working in ten minutes
• Round Dashboard
• Customers
• Week Planner
• Payments
• Notes and Actions, Log and Diary and Goals and Targets tabs

How it works

Open the file in Microsoft Excel and start on the Easy Setup tab. Swap the sample lists for your own and every dropdown in the workbook updates. White cells are yours to type in and blue tinted cells calculate themselves, so there are no formulas to write. The example rows show every feature working, overtype them with your own figures and the totals and charts update as you go.

What you get

• One editable Excel (.xlsx) workbook with 10 tabs
• Built for Microsoft Excel, no macros and no formulas for you to write
• Example rows included so you can see every feature working
• Commercial licence, use in your own business, not for resale
• Instant digital download, no physical item shipped

Small print

Template only. The names, jobs and figures shown in the product images and in the example rows are examples only, overtype them with your own. A planning and record keeping aid, not professional advice, so check big decisions with the relevant professional.